A complete list of active advisors currently associated with Viking Wealth Management LLC

Warmer can help you find a great advisor at Viking Wealth Management LLC or one who fits your needs even better.

Viking Wealth Management LLC is a small independent advisory firm that serves individual investors and qualified plan participants, managing roughly $12.5 million across about 23 client accounts. The firm provides asset management through a sponsored wrap fee program and also offers financial planning and insurance-related services via its licensed insurance activities. Investment strategies are tailored to each client and draw on fundamental and cyclical analysis across a range of instruments including individual equities and bonds, mutual funds, ETFs, closed‑end funds, REITs, options and SPACs, with clients able to impose investment restrictions. The firm offers both discretionary and non‑discretionary management but reports that a substantial portion of assets are managed on a non‑discretionary basis, so client approval is often obtained before executing trades. Compared with peers, Viking’s role as a wrap fee program sponsor and its ongoing insurance brokerage activity are uncommon for a single‑advisor independent firm; the firm discloses receiving commission income from insurance sales and maintains procedures to mitigate related conflicts of interest. The advisory is also notable for its small, solo‑practitioner scale and a recent consent order with the Pennsylvania regulator addressing supervisory procedures for inverse and leveraged ETFs, a matter the firm disclosed and resolved.

To learn more about the advisors currently working at Viking Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.